This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Morgan Stanley · Pershing · Principal · Raymond James · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-02-2021
- Office Locations
- 2
Office Locations
About Galliott Capital Advisors, LLC
Galliott Capital Advisors, LLC is a Beverly Hills-based RIA with 2 offices. The firm has been operating for 5 years. Managing $249.0M in total assets under management, with 2 advisory representatives. They custody assets with Morgan Stanley and Pershing.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 31, 2026, reported AUM decreased 5.0%, from $261.9M to $249.0M.
Across 5 reported observations, AUM decreased 79.3% between March 30, 2022 and March 31, 2026, from $1.2B to $249.0M.
Of the latest reported AUM, 79.5% is discretionary and 20.5% is non-discretionary.
The firm reports 2 advisory representatives and 113 clients, or 56.5 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 2 reported office locations and 5 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Galliott Capital Advisors, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Galliott Capital Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
AHSOO AHN
CAO
- CRD
- #5369193
- Ownership
- Less than 5%
ZENIA LISETTE DELGADO
Chief Compliance Officer, Chief Operating Officer
- CRD
- #5061089
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
AZELIA AGUILAR BETANCOURT
Operations Manager
- CRD
- #6406979
Tarek El Mehelmy
--
- CRD
- #7501717
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $197,851,415 | $2,412,822 |
| Non-Discretionary | $51,106,657 | $1,648,602 |
| Total | $248,958,072 | $2,203,169 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Galliott Capital Advisors, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.